Grow Your Wealth
We help you work to live, not live to work.
Grow Your Wealth
Growing your wealth starts with budgeting and saving, so you are no longer living pay to pay. Next you can put some money in a cash savings account to save for unexpected expenses and emergencies. Then you can start adding money to investments to super grow your wealth.
A Polaris Financial Planner can help you with each stage, while minimising your tax and maximising your benefits along the way.
Income Focused Portfolios to Grow Your Wealth
Looking for share market investments to grow your retirement income? Using the available research for cashflow analysis, dividend forecasting and divident cover within the company assets, we can provide you with the recommendations needed to grow your retirement cashflow.
Leveraged Asset Builder Program to Grow Your Wealth
Do you want to use your spare cash flow to purchase growth assets in a tax effective manner?
How about investment opportunities that can be used in a SMSF?
Debt Recycling
If you would like to pay off your home loan and build income producing assets, then we may have a strategy for you.
Performance Fee Portfolio
Do you have an SMSF or Investment Portfolio that you would like assistance managing?
Tired of paying fees for investment advice regardless of whether you lose money or not?
We have the service for you.
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Call us for a free chat today
Latest News
Housing Market According to Deloitte
According to a report released Thursday, a significant rise in interest rates or a drop in wages will trigger a fall in property prices, putting aside factors such as a major tax reform or reduced population growth. The more likely situation of the two is a jump in...
Do It Yourself Investing
As Jim Parker of DFA Australia rightly points out in this article, Living on the Edge, anyone with a smartphone and a few apps can be set up like a professional stock trader.But who actually wants to do that? More importantly, do you need to? I highly recommend...
Modern Estate Planning
Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the provision for Testamentary Trusts. As he indicated, these Trusts can potentially have tax...
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Endeavour House, Ground Floor Suite 204, 3-5 Stapleton Avenue Sutherland NSW 2232